Mattson v. Milliman Inc et al

Mattson v. Milliman Inc et al

Plaintiff:	Joanna P. Mattson and Joanna P Mattson
Defendant:	Milliman, Inc., The Board of Directors of Milliman, Inc., The Milliman Investment Committee, The Milliman Administrative Committee, Milliman Inc, The Board of Directors of Milliman Inc, Does 1-30 and The Milliman Inc. U.S. Retirement Committee
Case Number:	2:2022cv00037
Filed:	January 13, 2022
Court:	US District Court for the Western District of Washington
Presiding Judge:	Thomas S Zilly
Nature of Suit:	Labor: E.R.I.S.A.
Cause of Action:	29 U.S.C. § 1104 Recovery of Benefits to Employee
Jury Demanded By:	None

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Docket Report

This docket was last retrieved on March 13, 2024. A more recent docket listing may be available from PACER.

Date Filed	Document Text
October 9, 2023	Filing 107 NOTICE of Change of Address/Change of Name of Attorney Paul R Taylor. Filed by Plaintiff Joanna P Mattson. (Taylor, Paul)
October 6, 2023	Filing 106 ORDER granting Plaintiff's #86 Motion to Certify Class. Plaintiff Joanna P. Mattson is appointed as class representative. David Sanford and Kate Mueting of Sanford Heisler Sharp, LLP, are APPOINTED as Class Counsel, with Paul R. Taylor of Byrnes Keller Cromwell LLP serving as Local Counsel. The parties are ORDERED to submit a joint status report within twenty-one (21) days of the entry of this Order regarding whether this Court should direct notice to the Class pursuant to Rule 23(c)(2)(A), and if so, what form of notice and manner of service would be appropriate. Signed by Judge Thomas S. Zilly. (SS)
October 5, 2023	Filing 105 ORDER re #104 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Hampton Watson for PLAINTIFF Joanna P Mattson, by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d).(MG)
October 4, 2023	Filing 104 APPLICATION OF ATTORNEY Hampton Watson FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-8189403 (Taylor, Paul)
September 25, 2023	Filing 103 ORDER re #102 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Nehama L Hanoch for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, and The Milliman Investment Committee by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
September 22, 2023	Application for Leave to Appear Pro Hac Vice #102 by attorney Nehama L. Hanoch will not be processed at this time. Attorney must first complete all requirements for PHV admission via PACER. Please contact Admissions Clerk Jesse Curry at 206-370-8439 or #jesse_curry@wawd.uscourts.gov with additional questions. (Ad hoc Attorney Nehama L. Hanoch) (JWC)
September 21, 2023	Filing 102 APPLICATION OF ATTORNEY Nehama L. Hanoch FOR LEAVE TO APPEAR PRO HAC VICE for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Fee Paid) Receipt No. AWAWDC-8173877 (Turner, Sarah)
August 11, 2023	Filing 101 MEMORANDUM re #100 Order on Motion to Seal,,,,,, Order on Motion to Compel,,,,,, Order on Stipulated Motion,,,,,, Set Deadlines/Hearings,,,,, #87 Sealed Document, #86 SEALED MOTION to Certify Class Filed Under Seal; re #79 MOTION to Seal , #80 MOTION to Certify Class ; by Plaintiff Joanna P Mattson (Attachments: #1 Exhibit For Public View, #2 Exhibit For Public View)(Taylor, Paul)
July 21, 2023	Filing 100 MINUTE ORDER: The Parties' #99 Joint Motion to modify the case schedule is granted. 5-15 Day Bench Trial is set for 4/1/2024 before Judge Thomas S. Zilly. Expert Witness Disclosure/Reports under FRCP 26(a)(2) due by 9/8/2023, Discovery Motions due by 9/28/2023, Discovery completed by 11/3/2023, Dispositive motions due by 11/9/2023, Motions related to expert witnesses due by 11/16/2023, Pretrial Order due by 3/15/2024, Trial briefs to be submitted by 3/15/2024, Pretrial Conference set for 3/22/2024 at 10:00 AM before Judge Thomas S. Zilly. Plaintiff's motion to seal, docket no. #79 , which actually seeks to unseal certain materials, is DENIED in part and GRANTED in part. Plaintiff is DIRECTED to file, for public view, Exhibits 13 and 59 to the Declaration of Charles H. Field. The Court declines defendants' request to "strike" Exhibits 4 and 10. Plaintiff's motion to compel, docket no. #89 , is GRANTED in part and DENIED in part. Defendants shall produce responsive electronically-stored materials dating back to January 1, 2015, within thirty (30) days of the date of this Minute Order. The Court declines to award attorney's fees or costs to either side. Authorized by Judge Thomas S. Zilly. (LH)
July 17, 2023	Filing 99 Stipulated MOTION , filed by Plaintiff Joanna P Mattson. (Attachments: #1 Proposed Order) Noting Date 7/17/2023, (Taylor, Paul)
July 7, 2023	Filing 98 REPLY, filed by Plaintiff Joanna P Mattson, TO RESPONSE to #89 MOTION to Compel (Taylor, Paul)
July 3, 2023	Filing 97 RESPONSE, by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee, to #89 MOTION to Compel . (Prame, Michael)
June 30, 2023	Filing 96 REPLY, filed by Plaintiff Joanna P Mattson, TO RESPONSE to #80 MOTION to Certify Class , #86 SEALED MOTION to Certify Class Filed Under Seal; re #79 MOTION to Seal , #80 MOTION to Certify Class ; (Taylor, Paul)
June 28, 2023	Filing 95 NOTICE OF WITHDRAWAL OF COUNSEL: Attorney Rachael Erika Hancock for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee. (Hancock, Rachael)
June 26, 2023	Filing 94 DECLARATION of Susan Puz re #91 Response to #80 Motion by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Prame, Michael) Modified to add linkage on 6/27/2023 (LH).
June 26, 2023	Filing 93 DECLARATION of Kivanc Kirgiz re #91 Response to #80 Motion by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Prame, Michael) Modified to add linkage on 6/27/2023 (LH).
June 26, 2023	Filing 92 DECLARATION of Michael J. Prame re #91 Response to #80 Motion by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Attachments: #1 Exhibit A)(Prame, Michael) Modified to add linkage on 6/27/2023 (LH).
June 26, 2023	Filing 91 RESPONSE, by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee, to #80 MOTION to Certify Class . (Prame, Michael)
June 23, 2023	Filing 90 REPLY, filed by Plaintiff Joanna P Mattson, TO RESPONSE to #80 MOTION to Certify Class , #86 SEALED MOTION to Certify Class Filed Under Seal; re #79 MOTION to Seal , #80 MOTION to Certify Class ; (Taylor, Paul)
June 22, 2023	Filing 89 MOTION to Compel , filed by Plaintiff Joanna P Mattson. (Attachments: #1 Proposed Order) Noting Date 7/7/2023, (Taylor, Paul)
June 16, 2023	Filing 88 RESPONSE, by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee, to #79 MOTION to Seal . (Prame, Michael)
June 9, 2023	***Duplicate Motion terminated: #80 MOTION to Certify Class. (MJV)
June 8, 2023	Filing 87 SEALED DOCUMENT Declaration of Charles Field by Plaintiff Joanna P Mattson re #79 MOTION to Seal , #86 SEALED MOTION to Certify Class Filed Under Seal; re #79 MOTION to Seal , #80 MOTION to Certify Class ;, #81 Declaration (Taylor, Paul)
June 8, 2023	Filing 86 SEALED MOTION to Certify Class Filed Under Seal; re #79 MOTION to Seal , #80 MOTION to Certify Class ; by Plaintiff Joanna P Mattson. Oral Argument Requested. Noting Date 6/30/2023, (Taylor, Paul)
June 8, 2023	Filing 85 DECLARATION of Paul Taylor filed by Plaintiff Joanna P Mattson re #80 MOTION to Certify Class (Taylor, Paul)
June 8, 2023	Filing 84 DECLARATION of Kate Mueting filed by Plaintiff Joanna P Mattson re #80 MOTION to Certify Class (Taylor, Paul)
June 8, 2023	Filing 83 DECLARATION of Joanna Mattson filed by Plaintiff Joanna P Mattson re #80 MOTION to Certify Class (Taylor, Paul)
June 8, 2023	Filing 82 DECLARATION of David Sanford filed by Plaintiff Joanna P Mattson re #80 MOTION to Certify Class (Taylor, Paul)
June 8, 2023	Filing 81 DECLARATION of Charles Field filed by Plaintiff Joanna P Mattson re #80 MOTION to Certify Class (Taylor, Paul)
June 8, 2023	Filing 80 MOTION to Certify Class , filed by Plaintiff Joanna P Mattson. Oral Argument Requested. (Attachments: #1 Proposed Order) Noting Date 6/30/2023, (Taylor, Paul)
June 8, 2023	Filing 79 MOTION to Seal , filed by Plaintiff Joanna P Mattson. (Attachments: #1 Proposed Order) Noting Date 6/23/2023, (Taylor, Paul)
May 30, 2023	The parties' Agreement Regarding Discovery of Electronically Stored Information has been filed, see docket no. #77 , and it is part of the record. (KK)
May 24, 2023	Filing 78 NOTICE OF WITHDRAWAL OF COUNSEL: Attorney Meredith Firetog for Plaintiff Joanna P Mattson. (Taylor, Paul)
May 24, 2023	Filing 77 Stipulated MOTION re Discovery of ESI, filed by Plaintiff Joanna P Mattson. Noting Date 5/24/2023, (Taylor, Paul) Modified title on 5/25/2023 (LH).
April 19, 2023	Filing 76 JOINT STATUS REPORT signed by all parties. Filed by Plaintiff Joanna P Mattson.(Taylor, Paul)
April 17, 2023	Filing 75 ORDER re #72 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Myounghee Choung for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
April 14, 2023	Filing 74 ORDER re #73 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Kate Mueting for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
April 14, 2023	Filing 73 APPLICATION OF ATTORNEY Kate Mueting FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7970896 (Taylor, Paul)
April 14, 2023	Filing 72 APPLICATION OF ATTORNEY Myounghee Choung FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7970864 (Taylor, Paul)
February 15, 2023	The parties' joint motion for a stay, docket no. #71 , is treated as a stipulated motion to extend certain deadlines, and it is GRANTED as follows. The deadline for completing class-related discovery is EXTENDED from March 13, 2023, to April 28, 2023, and the deadline for filing any motion for class certification is EXTENDED from May 11, 2023, to June 8, 2023. All other dates and deadlines set forth in the Minute Order entered December 14, 2022, docket no. #67 , remain in full force and effect. (KK)
February 6, 2023	Filing 71 Joint MOTION to Stay Discovery, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee. (Attachments: #1 Proposed Order) Noting Date 2/6/2023, (Prame, Michael)
January 17, 2023	Filing 70 ANSWER to #44 Amended Complaint by Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee.(Prame, Michael)
January 11, 2023	Filing 69 NOTICE OF WITHDRAWAL OF COUNSEL: Attorney Shaun Rosenthal for Plaintiff Joanna P Mattson. (Taylor, Paul)
December 22, 2022	Pursuant to the parties' stipulation, docket no. #68 , the deadline for defendants to file a responsive pleading is EXTENDED to January 17, 2023. (KK)
December 21, 2022	Filing 68 Stipulated MOTION and [Proposed Order] re Deadline to Answer or Otherwise Respond and Briefing Schedule, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee. Noting Date 12/21/2022, (Turner, Sarah)
December 14, 2022	Filing 67 MINUTE ORDER re Parties' #42 Joint Status Report. Bench Trial is set for 4/1/2024 at 09:00 AM before Judge Thomas S. Zilly. Length of Trial is 5-15 days. Discovery on class certification issues completed by 3/13/2023, Any motions related to class certification must be filed by 5/11/2023, Amended Pleadings and for joining additional parties due by 7/6/2023, Expert Witness Disclosure/Reports under FRCP 26(a)(2) due by 7/25/2023, Motions related to discovery due by 8/10/2023, Discovery to be completed by 9/8/2023, Dispositive motions due by 10/26/2023, Motions related to expert witnesses due by 11/2/2023, Agreed Pretrial Order due by 3/15/2024, Trial briefs and proposed findings of fact andconclusions of law due by 3/15/2024, Pretrial Conference set for 3/22/2024 at 10:00 AM before Judge Thomas S. Zilly. Authorized by Judge Thomas S. Zilly. (SR)
December 13, 2022	Filing 66 MINUTE ORDER denying Defendants' #47 Motion to Dismiss. Authorized by Judge Thomas S. Zilly. (SR)
December 2, 2022	Filing 65 REPLY, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee, TO RESPONSE to #47 MOTION to Dismiss The First Amended Complaint Pursuant to Rule 12(b)(6) and Supporting Memorandum of Law (Prame, Michael)
December 1, 2022	Filing 64 STIPULATED PROTECTIVE ORDER re Parties' #63 Stipulated MOTION for Protective Order. Signed by Judge Thomas S. Zilly. (SR)
November 29, 2022	Filing 63 Stipulated MOTION Protective Order, filed by Plaintiff Joanna P Mattson. Noting Date 11/29/2022, (Taylor, Paul)
November 4, 2022	Filing 62 RESPONSE, by Plaintiff Joanna P Mattson, to #47 MOTION to Dismiss The First Amended Complaint Pursuant to Rule 12(b)(6) and Supporting Memorandum of Law. (Attachments: #1 Proposed Order)(Taylor, Paul)
October 26, 2022	Filing 61 PRAECIPE to attach document (Supplemental Exhibits re Motion to Dismiss, September 30, 2022 Wealth Preservation Strategy Fund Fact Sheets) re #47 MOTION to Dismiss The First Amended Complaint Pursuant to Rule 12(b)(6) and Supporting Memorandum of Law by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Attachments: #1 Declaration of M. Prame, #2 Exhibit 13, #3 Exhibit 14, #4 Exhibit 15)(Prame, Michael)
October 17, 2022	Filing 60 NOTICE OF WITHDRAWAL OF COUNSEL: Attorney R Johan Conrod, Jr for Plaintiff Joanna P Mattson. (Taylor, Paul)
October 14, 2022	Filing 59 NOTICE of Supplemental Authority re #47 MOTION to Dismiss The First Amended Complaint Pursuant to Rule 12(b)(6) and Supporting Memorandum of Law by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee (Attachments: #1 Exhibit A - Matousek v. MidAmerican Energy Co. Opinion, #2 Exhibit B - Evans v. Associated Banc-Corp. Opinion)(Prame, Michael)
October 12, 2022	Filing 58 ORDER re #54 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney David McNamee for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
October 12, 2022	Filing 57 ORDER re #53 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Meredith Firetog for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
October 12, 2022	Filing 56 ORDER re #52 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Cara Van Dorn for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
October 12, 2022	Filing 55 ORDER re #51 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Ari B Rubin for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
October 11, 2022	Filing 54 APPLICATION OF ATTORNEY David McNamee FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7734385 (Taylor, Paul)
October 11, 2022	Filing 53 APPLICATION OF ATTORNEY Meredith Firetog FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7734382 (Taylor, Paul)
October 11, 2022	Filing 52 APPLICATION OF ATTORNEY Cara Van Dorn FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7734376 (Taylor, Paul)
October 11, 2022	Filing 51 APPLICATION OF ATTORNEY Ari B. Rubin FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7734349 (Taylor, Paul)
October 6, 2022	Filing 50 NOTICE of Appearance by attorney Kara P Wheatley on behalf of Defendant The Milliman Inc. U.S. Retirement Committee. (Wheatley, Kara)
October 6, 2022	Filing 49 NOTICE of Appearance by attorney Rachael Erika Hancock on behalf of Defendant The Milliman Inc. U.S. Retirement Committee. (Hancock, Rachael)
October 4, 2022	Filing 48 NOTICE of Appearance by attorney Michael J Prame on behalf of Defendant The Milliman Inc. U.S. Retirement Committee. (Prame, Michael)
October 3, 2022	NOTICE of Docket Text Modification re Note re compliance with LCR 83.2: Per phone call with the law firm of Groom Law Group Chartered, they will not be representing The Milliman Inc. U.S. Retirement Committee. The deficiency notice is stricken from the docket. (SR)
October 3, 2022	NOTE: Document #47 was filed incorrectly/improperly. Appearance of attorney Michael J Prame for The Milliman Inc. U.S. Retirement Committee is not proper, and notices of electronic filing will not be sent until corrected. Signatures must be in accordance with FRCP 11 and LCR 83.2(a) and must comply with #ECF Filing Procedures. (SR) Modified on 10/3/2022 to strike entry.
September 30, 2022	Filing 47 MOTION to Dismiss The First Amended Complaint Pursuant to Rule 12(b)(6) and Supporting Memorandum of Law, filed by Defendants Does 1-30, Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Inc. U.S. Retirement Committee, The Milliman Investment Committee. (Attachments: #1 Supplement Declaration of Michael J. Prame, #2 Exhibit 1 - Morningstar Target Risk Indexes, #3 Exhibit 2- Dow Jones Risk Indexes Combined, #4 Exhibit 3 - methodology-sp-target-risk, #5 Exhibit 4 - ALERUS AGGRESSIVE GROWTH INSTITUTIONAL _ Markets Insider, #6 Exhibit 5 - TransAmerica Long Horizon, #7 Exhibit 6 - ALERUS MODERATE GROWTH INSTITUTIONAL _ Markets Insider, #8 Exhibit 7 - Mission Square Growth Fund Fact Sheet, #9 Exhibit 8 - ALERUS CONSERVATIVE GROWTH INSTITUTIONAL _ Markets Insider, #10 Exhibit 9 - FCI-Class-C-Combined, #11 Exhibit 10 - WPS Conservative Fund Factsheets and Chart, #12 Exhibit 11 - WPS Moderate Fund Factsheets and Chart, #13 Exhibit 12 - WPS Growth I Fund Factsheets and Chart, #14 Proposed Order Proposed Order) Noting Date 12/2/2022, (Prame, Michael) Modified on 10/3/2022 to strike name of filer (SR). Modified on 10/4/2022 to remove strike from the Milliman Inc. U.S. Retirement Committee party, NOA entered at dkt. 48 (SR).
September 2, 2022	Filing 46 MINUTE ORDER: Any pleading or motion responsive to plaintiff's Amended Complaint, docket no. #44 , shall be filed by 9/30/2022. If a Rule 12 motion is filed, it shall be noted for 12/2/2022, any response shall be due on 11/4/2022, and any reply shall be filed by the noting date. Authorized by Judge Thomas S. Zilly. (SR)
August 30, 2022	Filing 45 Unopposed MOTION to Amend the June 30, 2022 Minute Order Regarding Date to Respond to First Amended Complaint and (2) Establish a Briefing Schedule, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Investment Committee. (Attachments: #1 Proposed Order) Noting Date 8/30/2022, (Prame, Michael)
August 16, 2022	Party The Milliman Inc. U.S. Retirement Committee added per the #44 Amended Complaint. (SR)
August 15, 2022	Filing 44 AMENDED COMPLAINT against All Defendants, filed by Joanna P Mattson.(Taylor, Paul)
June 30, 2022	Filing 43 MINUTE ORDER granting in part and denying in part Defendants' #34 Motion to Dismiss for Failure to State a Claim. Any amended complaint shall be filed and served by 8/15/2022. Any responsive pleading or motion by a defendant shall be filed within twenty-one (21) days after the amended complaint is filed or served on such defendant, whichever occurs later. Authorized by Judge Thomas S. Zilly.(MW)
June 17, 2022	Filing 42 JOINT STATUS REPORT signed by all parties. Estimated Trial Days: 15. (Taylor, Paul)
May 23, 2022	Filing 41 REPLY, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee, TO RESPONSE to #34 MOTION to Dismiss for Failure to State a Claim (Prame, Michael)
May 9, 2022	Filing 40 NOTICE OF WITHDRAWAL OF COUNSEL: Attorney Yusuf Ali Parray for Plaintiff Joanna P Mattson. (Taylor, Paul)
April 29, 2022	Filing 39 DECLARATION of Charles Field filed by Plaintiff Joanna P Mattson re #34 MOTION to Dismiss for Failure to State a Claim (Taylor, Paul)
April 29, 2022	Filing 38 RESPONSE, by Plaintiff Joanna P Mattson, to #34 MOTION to Dismiss for Failure to State a Claim . (Attachments: #1 Proposed Order Denying Defs Mot to Dismiss)(Taylor, Paul)
April 1, 2022	Filing 37 MINUTE ORDER: Defendants' recently filed motion to dismiss, docket no. #34 , is RENOTED to 5/27/2022. Authorized by Judge Thomas S. Zilly. (MW)
March 31, 2022	Filing 36 NOTICE OF RESCHEDULING HEARING DATE re #34 MOTION to Dismiss for Failure to State a Claim ; filed by Defendants Does 1-30, Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee. (Prame, Michael)
March 28, 2022	Filing 35 ORDER re #32 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney David Sanford for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
March 28, 2022	Unable to process #32 APPLICATION OF ATTORNEY David Sanford FOR LEAVE TO APPEAR PRO HAC VICE. Attorney Sanford must complete steps for pro hac vice admission via PACER. No further action will be taken at this time. Please contact Attorney Admissions with any questions. Ad hoc Attorney Sanford. (JWC)
March 18, 2022	Filing 34 MOTION to Dismiss for Failure to State a Claim , filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee. Oral Argument Requested. (Attachments: #1 Declaration of M. Prame & Exhibits, #2 Proposed Order) Noting Date 5/27/2022 4/15/2022, (Prame, Michael) Modified on 5/18/2022 (MW).
March 10, 2022	Filing 33 MINTUE ORDER denying Plaintiff's #16 Motion to Appoint Interim Class Counsel. Authorized by Judge Thomas S. Zilly.(MW)
March 7, 2022	Filing 32 APPLICATION OF ATTORNEY David Sanford FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7465037 (Taylor, Paul)
March 4, 2022	Filing 31 DECLARATION of Charles Field filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
March 4, 2022	Filing 30 REPLY, filed by Plaintiff Joanna P Mattson, TO RESPONSE to #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 28, 2022	Filing 29 RESPONSE, by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee, to #16 MOTION to Appoint Counsel Interim Class Counsel. (Attachments: #1 Proposed Order)(Prame, Michael)
February 18, 2022	Filing 28 ORDER re #24 Application for Leave to Appear Pro Hac Vice,. The Court ADMITS Attorney Rachael Erika Hancock for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee,and The Milliman Investment Committee, by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d).(CDA)
February 18, 2022	Filing 27 ORDER re #23 Application for Leave to Appear Pro Hac Vice,. The Court ADMITS Attorney Michael J Prame for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee and The Milliman Investment Committee, by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d).(CDA)
February 18, 2022	Filing 26 ORDER re #22 Application for Leave to Appear Pro Hac Vice,. The Court ADMITS Attorney Kara P Wheatley for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee and The Milliman Investment Committee, by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d).(CDA)
February 17, 2022	Filing 25 CORPORATE DISCLOSURE STATEMENT indicating no Corporate Parents and/or Affiliates. Filed pursuant to Fed.R.Civ.P 7.1. Filed by Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee (Turner, Sarah)
February 17, 2022	Filing 24 APPLICATION OF ATTORNEY Rachael E. Hancock FOR LEAVE TO APPEAR PRO HAC VICE for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee (Fee Paid) Receipt No. AWAWDC-7444307 (Turner, Sarah)
February 17, 2022	Filing 23 APPLICATION OF ATTORNEY Michael J. Prame FOR LEAVE TO APPEAR PRO HAC VICE for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee (Fee Paid) Receipt No. AWAWDC-7444299 (Turner, Sarah)
February 17, 2022	Filing 22 APPLICATION OF ATTORNEY Kara P. Wheatley FOR LEAVE TO APPEAR PRO HAC VICE for Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee (Fee Paid) Receipt No. AWAWDC-7444281 (Turner, Sarah)
February 15, 2022	Filing 21 DECLARATION of Paul R. Taylor filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 15, 2022	Filing 20 DECLARATION of Shaun Rosenthal filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 15, 2022	Filing 19 DECLARATION of R. Johan Conrod filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 15, 2022	Filing 18 DECLARATION of David Sanford filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 15, 2022	Filing 17 DECLARATION of Charles H. Field filed by Plaintiff Joanna P Mattson re #16 MOTION to Appoint Counsel Interim Class Counsel (Taylor, Paul)
February 15, 2022	Filing 16 MOTION to Appoint Counsel Interim Class Counsel, filed by Plaintiff Joanna P Mattson. (Attachments: #1 Proposed Order Grntg Plf's Mot for Appt of Interim Counsel) Noting Date 3/4/2022, (Taylor, Paul)
February 14, 2022	Filing 15 MINUTE ORDER: Pursuant to the parties' stipulation, docket no. #13 , the deadline for defendants to file a responsive pleading or motion is EXTENDED to 3/18/2022. If a responsive motion is filed, it shall be noted for Friday, 5/27/2022, with any response to such motion due by Friday, 4/29/2022, and any reply due by Monday, 5/23/2022. The deadlines set forth in the Minute Order entered 1/18/2022, docket no. #3 , are sua sponte EXTENDED as follows: FRCP 26(f) Conference Deadline is 6/3/2022, Initial Disclosure Deadline is 6/17/2022, Joint Status Report and Discovery Plan due by 6/17/2022. Authorized by Judge Thomas S. Zilly.(MW)
February 8, 2022	Filing 14 NOTICE of Appearance by attorney Sarah N Turner on behalf of Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, The Milliman Investment Committee. (Turner, Sarah)
February 8, 2022	Filing 13 Stipulated MOTION AND [PROPOSED] ORDER REGARDING DEADLINE TO ANSWER OR OTHERWISE RESPOND AND BRIEFING SCHEDULE, filed by Defendants Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee. Noting Date 2/8/2022, (Turner, Sarah)
February 8, 2022	NOTE: Document #13 was filed incorrectly/improperly. Appearance of attorney Sarah N Turner is not proper, and notices of electronic filing will not be sent to this attorney until corrected. Signatures must be in accordance with FRCP 11 and LCR 83.2(a) and must comply with #ECF Filing Procedures. (MW)
January 20, 2022	Filing 12 ORDER re #8 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Shaun Rosenthal for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
January 20, 2022	Filing 11 ORDER re #7 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Yusuf Ali Parray for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
January 20, 2022	Filing 10 ORDER re #6 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney Charles Henry Field, Jr for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
January 20, 2022	Filing 9 ORDER re #5 Application for Leave to Appear Pro Hac Vice. The Court ADMITS Attorney R Johan Conrod, Jr (Johan Conrod) for Plaintiff Joanna P Mattson by Clerk Ravi Subramanian. No document associated with this docket entry, text only.NOTE TO COUNSEL: Local counsel agrees to sign all filings and to be prepared to handle the matter, including the trial thereof, in the event the applicant is unable to be present on any date scheduled by the court, pursuant to LCR 83.1(d). (JWC)
January 19, 2022	Filing 8 APPLICATION OF ATTORNEY Joanna Mattson Shaun Morris Rosenthal FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7409169 (Taylor, Paul) Modified on 1/20/2022 to reflect attorney's name instead of Plaintiff's name (JWC).
January 19, 2022	Filing 7 APPLICATION OF ATTORNEY Yusuf Parray FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7409156 (Taylor, Paul)
January 19, 2022	Filing 6 APPLICATION OF ATTORNEY Charles Field FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7409146 (Taylor, Paul)
January 19, 2022	Filing 5 APPLICATION OF ATTORNEY Johan Conrod FOR LEAVE TO APPEAR PRO HAC VICE for Plaintiff Joanna P Mattson (Fee Paid) Receipt No. AWAWDC-7409111 (Taylor, Paul)
January 19, 2022	Filing 4 AFFIDAVIT of Service of Summons and Complaint on Milliman Inc. on 1/18/2022, filed by Plaintiff Joanna P Mattson. (Taylor, Paul)
January 18, 2022	Filing 3 MINUTE ORDER: FRCP 26(f) Conference Deadline is 3/1/2022, Initial Disclosure Deadline is 3/15/2022, Joint Status Report due by 3/15/2022. Authorized by Judge Thomas S. Zilly. (MW)
January 14, 2022	Filing 2 Summons(es) Electronically Issued as to defendant(s) Milliman Inc, The Board of Directors of Milliman Inc, The Milliman Administrative Committee, and The Milliman Investment Committee. (JWC)
January 14, 2022	Judge Thomas S. Zilly added. (JWC)
January 13, 2022	Filing 1 COMPLAINT -Class Action against All Defendants (Receipt # AWAWDC-7403320) Attorney Paul R Taylor added to party Joanna P. Mattson(pty:pla), filed by Joanna P. Mattson. (Attachments: #1 Civil Cover Sheet, #2 Summons)(Taylor, Paul)

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Search for this case: Mattson v. Milliman Inc et al
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Plaintiff: Joanna P. Mattson
Represented By:	Paul R Taylor
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Plaintiff: Joanna P Mattson
Represented By:	Charles Henry Field, Jr
Represented By:	R Johan Conrod, Jr
Represented By:	Shaun Rosenthal
Represented By:	Yusuf Ali Parray
Represented By:	Paul R Taylor
Represented By:	Hampton Watson
Represented By:	Kate Mueting
Represented By:	David McNamee
Represented By:	Ari B Rubin
Represented By:	Cara Van Dorn
Represented By:	David Sanford
Represented By:	Meredith Firetog
Represented By:	Myounghee Choung
Represented By:	Richard Johan Conrod, Jr
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Defendant: Milliman, Inc.
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Defendant: The Board of Directors of Milliman, Inc.
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Defendant: The Milliman Investment Committee
Represented By:	Kara P Wheatley
Represented By:	Michael J Prame
Represented By:	Rachael Erika Hancock
Represented By:	Sarah N Turner
Represented By:	Nehama L Hanoch
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Defendant: The Milliman Administrative Committee
Represented By:	Kara P Wheatley
Represented By:	Michael J Prame
Represented By:	Rachael Erika Hancock
Represented By:	Sarah N Turner
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Defendant: Milliman Inc
Represented By:	Kara P Wheatley
Represented By:	Michael J Prame
Represented By:	Rachael Erika Hancock
Represented By:	Sarah N Turner
Represented By:	Nehama L Hanoch
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Defendant: The Board of Directors of Milliman Inc
Represented By:	Kara P Wheatley
Represented By:	Michael J Prame
Represented By:	Rachael Erika Hancock
Represented By:	Sarah N Turner
Represented By:	Nehama L Hanoch
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Defendant: Does 1-30
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Defendant: The Milliman Inc. U.S. Retirement Committee
Represented By:	Kara P Wheatley
Represented By:	Michael J Prame
Represented By:	Rachael Erika Hancock
Represented By:	Nehama L Hanoch
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